Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
1137 results found
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Total sales report including "All Time" option for customization
Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.
7 votes -
Résumé des taxes - nom des clients
Dans le rapport - TVA Transactions, il faudrait rajouter une colonne avec le nom du client
7 votes -
GST Compliant Invoice Sent Via Email
Currently, Invoices printed from with in Zoho Invoice only are Document Marked like "Original For Recepient" or "Duplicate For Supplier" BUT not for the ones sent via mail. They are simply plain and thus Non-GST Compliant. The one sent to customer via mail should be "Original For Recepient" and the one sent to self or saved with in Zoho Invoice should be marked "Duplicate For Supplier"; In case it is goods based invoice, then option for "Triplicate For Transporter" should also be available.
Business reject these invoices and i am forced to print so that they are marked and send…
7 votes -
Place PROJECTS on the left menu.
There should be a place to go directly to "PROJECTS" from the left menu area. Why do I have to got to "Timesheet" first? I want to set up my projects before entering time.
Being new to ZOHO, I found it extremely unintuitive to enter a project. Seems like one of the first things I wanted to do, but all of us had difficulty trying to figure out where to enter a new project.7 votes -
customer statement
Add Outstanding Filter option when sending bulk statements from the contact section.
I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.
Thank You
7 votes -
Recall start time
When logging time, it would be useful if the timer recalled the start time. I sometimes forget to stop the timer and will come back the next day to find it ticking away. I usually remember when I stopped working so I could just input the stop time. As it is currently, I have to guess a total time since the system does not retain the start time.
7 votes -
Undo Delete is an option
Please add an option to recover deleted expense entries.
7 votes -
Company & VAT Field / VAT ID Validation
Company Registration Number and VAT ID should be already default fields.
It would be also awesome if VAT ID could be validated directly through VIES.
7 votes -
Integrate with "Lawpay" credit card processing
Integrate with "Lawpay" for attorneys using zoho invoice
7 votes -
Eway bill generation integration in zoho invoice.
We are unable to generate ewaybills using Zoho Invoice. You should integrate ewaybill portal with zoho invoice so that we are able to generate ewaybills simultaneously when generating invoices. This feature would make Zoho Invoicing complete.
7 votes -
Stripe 3D Secure
3D Secure support for Stripe.
7 votesHi there,
The Zoho Invoice-Stripe integration is recently enhanced to support 3D secure payments. Since this is currently in the early access stage, we request you to drop an email to support[at]zohoinvoice[dot]com and we’ll enable it for your organization.
Regards,
Reshma -
Create expense report with receipt image s included
Be able to create expense report with receipt images included. would be useful for summiting expenses to my accountant.
7 votesHi Jesper,
Thank you for your feedback.
This is possible using Zoho Expense, which is our expense reporting application.
Zoho Expense primarily helps you manage your employee expenses in situations where they have to report their expenses to the company and get it approved by their managers and later get it reimbursed. The employees can create expenses as billable to the customers too.
Zoho Expense is integrated with Zoho Invoice. When an expense report is approved, the expenses in the report will be moved to Zoho Invoice automatically.
To access Zoho Expense, kindly click on the below link.
Feel free to contact us at support@zohoexpense.com for further assistance.
Regards,
Reshma -
Option of multiple addresses
We have multiple offices under one company and finance team. An option to have multiple company address so as to quote and invoice from the relevant office would be great.
7 votesHi Hollie,
We are glad to let you know that we have released the feature of adding multiple addresses for contacts :)
Check out this help document to know how this works :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#addresses-contactsIf you have any queries, write back to support[at]zohoinvoice[dot]com amd we would be glad to assist you.
Cheers,
Reshma. -
report on draft invoices
All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)
6 votesHi Dustin,
Thank you for posting on our feedback forum.
Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.
However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.
Regards,
Reshma. -
multiple logos
Option to upload multiple logos and choose which one to add on each generated estimate or invoice.
not a massive request is it?
6 votesHello,
Thank you for posting on our feedback forum.
Since Zoho Invoice considers each organization as a separate business entity, it would not be possible to upload multiple logos in a single Zoho Invoice organization.
However, we do have a workaround that you can try out. Here are the steps:
https://www.zoho.com/invoice/kb/general/change-org-address-template.htmlHope this helps.
Regards,
Reshma. -
Item prices in different currency
Enable the currency option on the price for the Item.
6 votesHi there,
In Zoho Invoice, though it’s not possible to create item rates directly in foreign currencies, you can create a price list and achieve this.
While creating a price list, you can define the currency in which you’d like to add the item prices and you can even associate price lists with customers if needed.
You can take a look at it here and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
https://www.zoho.com/invoice/help/items/items-price-lists.html
Regards,
Reshma -
Default tax preference for contacts
Set a default tax mefhod per contact. Some contacts use compounded tax, some use other methods, but the tax method is always the same per customer. It would save a lot of time to fix a contact's tax method by default.
6 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, we have different editions based on your business location. In some editions, the app offers the option to choose tax preference for contacts while it’s not possible in some other editions. Hence, we request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma. -
multipler
I need a multiplier added to the items field. I rent equipment to clients and my prices are perday. i need to be able to bill them for multiple days.
Example:
Item: Power tool
Dailyrate: $50
Days Rented: 4
Total: $200Basically just add a multiplier to the items field. I will have to look to another application provider without this being available.
6 votesHi there,
Thank you for posting on our feedback forum.
For this particular requirement of ours, we would suggest creating an item with the name “Power tool” and rate set to “$ 50”.
While creating the invoice, you can just pick this item and enter the “Quantity” as 4 so that the final amount becomes $ 200.
Also, inside template settings, you can rename the fields “Rate”, “Quantity” and “Amount” fields if you wish.
Kindly give this a try and let us know your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Expense Reporting by Employee - i.e. A Reimbursement Statement
Feature: Add 'Employee' to expense, and be able to return a report of expenses for that employee
Reason:
In a company, a number of different employees are permitted to submit expenses.
A Manager A might claim for a flight, Office Staff B might claim for some printing paper.
At the end of the month, it is important to be able to identify which staff members submitted which expense claims.
A report (statement / reimbursement notice) should be printed for each staff member itemising and totalling his / her claims.
Current Situation: No function to do this simple but common process.
6 votesHi there,
Thank you for posting on our feedback forum.
If you wish to have detailed metrics on the expenses associated with each employee, you can make use of Zoho Expense, an exclusive expense reporting tool.
Using Zoho Expense, your employees can submit their expenses, get it approved/reimbursed. You can also run detailed reports on the user-wise expenses across the organization.
If you integrate Zoho Expense and Invoice, the approve expenses from Zoho Expense would be pushed into Zoho Invoice automatically.
If you have any further questions, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
invoice level images instead of item level
I would like to be able to add two to three large images to the invoice/estimate/sales/order at the invoice level, not at the item level, thanks.
6 votesHi there,
If your requirement is to add images at invoice-level, you can add them as attachments to the invoice so that it gets sent to the customer when you e-mail the invoice. You can attach files while creating/editing the invoice.
In case you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma.
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